This integration is an add-on. Please contact your CSM or email support@cinode.com for more information.
Manager, API and Admin permission level is required in Cinode to set up this integration.
This integration is currently in BETA and does not yet support filtering or searching.
Why use the SharePoint integration?
Streamline your workflow by displaying files related to your customers and projects directly within Cinode. This feature eliminates the need to switch between systems, allowing you to focus on your tasks more efficiently.
With this functionality. you can:
Quickly access relevant files: View related files directly where you're working, providing an intuitive and seamless experience.
Search efficiently: Locate the files you need using the search functionality.
Filter with precision: Leverage managed metadata to filter files and find exactly what you're looking for.
By integrating files into your workflow, Cinode helps you save time and stay organized.
What the SharePoint integration does
The SharePoint UI Extension enhances your customer and project overviews by displaying related files directly within Cinode. By specifying the customer ID and project ID in the appropriate columns in SharePoint, you can easily locate and display relevant files.
Additionally, you can configure the extension to include managed metadata columns, allowing you to display and filter files based on specific criteria. This streamlined integration simplifies file management and ensures quick access to the documents you need.
Note: Ensure that files are tagged with the correct Cinode ID in the appropriate column. Files are filtered based on these columns, and only those matching the customer or project you’re currently viewing will be displayed.
How to get started with the SharePoint integration
Contact Cinode Support: Reach out to Cinode Support to request access to the SharePoint integration.
Set Up SharePoint Columns: Ensure the columns are named
Cinode Customer IDandCinode Project IDin your SharePoint environment.Authenticate and Connect: Authenticate and connect the integration between SharePoint and Cinode.
Configure Managed Metadata: Select the desired managed metadata columns to display. These will be available both as filters and as columns within the app.
Tag Your Files: Start tagging your files with the appropriate customer and project IDs to enable filtering and display functionality.
Optimize Your Setup
Automate Folder Hierarchy Creation: Use Power Automate to automatically create your desired folder structure whenever a new project or customer is created in Cinode. This ensures consistency and saves time.
Automate File Tagging: Set up a Power Automate flow to automatically tag newly created or uploaded files with the correct customer or project ID. This simplifies file management and ensures files are always properly organized.
Index your Columns: To ensure your files load quickly when visiting Customer and Project overviews in Cinode, make sure to index your columns in SharePoint. Indexing enables efficient querying of files, leveraging SharePoint's built-in query system to handle large datasets effectively.
Indexing key columns, such as
Cinode Customer IDandCinode Project ID, is especially important for optimal performance.For more information on how to index columns in SharePoint, read the SharePoint indexing documentation here.
Troubleshooting
If your files are not appearing in Cinode, they may have been tagged incorrectly. Ensure that the columns Cinode Customer ID and Cinode Project ID are created as Single Line of Text columns in SharePoint.
In the example below, only the files "Egenkontroll 2024-12-18," "Kundavtal," and "Ramavtal 2024" will be displayed on the customer overview in Cinode, as they are correctly tagged.
